EPF Form 2 (Revised): How to Fill, Submit Online & Nomination

Employees’ Provident Fund (EPF) is a form of a social security scheme in which members must contribute a portion of their salary and the employer also contributes into this fund on behalf of workers. Each and every employee has to submit a declaration and nomination under the Employees’ Provident Fund Scheme, 1952 and Employees’ Pension Scheme, 1995. The employee has to file a nomination through the EPF Form 2 so that the nominated person gets the fund accumulated in the account in case of unfortunate death of the employee.

There is no limit and the member can change his nominations as many times as he wants.

Documents

No additional documents required

Approval

No approval required from the employer or the PF Commissioner

Contents of EPF Form 2

From 2 has four sections, namely – General Information, Part – A (EPF), Part– B (EPS) (Para–18) and Certificate by the Employer.

General Information

Name of the member

Father’s/Husband’s Name

Date of Birth

Gender

Marital Status

Account Number

Address Permanent & Temporary

Date of Joining in EPF and EPS

Part – A (EPF)

In this section, EPF account holder is to give information about the nominee whom he or she would like to nominate to receive EPF account balance in case of his or her death. Following details have to be provided in this section:

Name of the Nominee(s)

Address

Nominee’s relationship with the member

Date of Birth

Total amount or share of accumulations in Provident Funds to be paid to each nominee

If the nominee is a minor, name and address of the guardian who may receive the amount during the minority of the nominee

Signature or thumb impression of the subscriber

Part – B (EPS) (Para 18)

EPS is the abbreviation for Employees’ Pension Scheme. 8.33% out of 12% of employer’s contribution in EPF is deposited in the EPS account of the member. The EPS proceeds of a member’s PF account is also disbursed to eligible nominees. This section requires you to furnish details of the family member(s) eligible to receive the pension. The member has to mention following details in this section:

Name of the family member

Address of the family member

Date of Birth

Relationship with the member

Signature or thumb impression of the subscriber

In case of nomination for monthly widow pension (admissible under Para 16 2(a) (i) and (ii)), the member has to give detail such as:

Name and address of the nominee

Date of Birth

Relationship with member

Certificate by the Employer

The employer has to certify the details mentioned in the form and has to mention following details in the form:

Name of the employee

Authorized officer’s Signature

Designation of the officer

Date

Place

Name and Address of the organisation and Stamp

How to Fill e-Nomination Online

A member who has already registered his UAN at the unified EPF Member Portal can fill his e-Nomination online. In case you have not registered at the EPF member portal, you will have to first activate your UAN and then follow these simple steps for e-Nomination:

Enter details of the family member such as Aadhaar number, name, date of birth, gender, relation, address, guardian (in case of minors) and click on “Save Family Details”. In case you want to add more nominees, select the “Add Row” option

Now select the nominees from the list and enter the total amount of share. Now click on “Save EPF Nomination”

Your nomination details will be saved and the nominees will get the fund in the proportion mentioned by you in the form.

Follow the same steps for the EPS section for availing benefits of the pension scheme.

Family Members

A married employee with his or her parents and those who are dependent on the employee or without parents can nominate one or more family members. A member has to keep following points in mind while nominating the family member(s) through Form – 2:

In Employees’ Provident Fund Scheme

A family is defined in the Employee’s Provident Fund Scheme as:

In the case of Male Employees, the nomination can be filled for:

Wife

Children

Dependent parents and

Widow of son and children

In the case of Female Employees, the nomination can be filled for:

Husband

Children

Dependent parents

Husband’s dependent parents

Spouse’s dependent parents

Widow of son and children

In Employee’s Pension Scheme

A family is defined as:

Spouse of the employee

Minor son and unmarried daughter of an employee

Adopted son or daughter who was adopted before the death of an employee

Important Points to Remember while Nominating Family Members

The subscriber can change his/her nomination whenever he/she wants to do so.

The nomination should be in favour of one or more member(s) of the family.

If the member has no family, he or she can nominate anyone.

There can be more than one family member as nominees with a defined percentage of the amount to be received by each.

Every person who joins an EPF-qualified establishment (where 20 or more persons are employed) on or after 16-11-1995 is compulsorily required to join the EPS provided his or her salary is up to ₹ 15,000 per month.

Minimum 10 years of eligible service will entitle the employee for a pension.

If the employee has family members, he cannot nominate anybody out of the family.

Once an unmarried member marries, he will have to file a fresh nomination again.